港A市場鋼鐵股繼續走強 行業控產能再出新規
格隆匯5月7日丨港A市場鋼鐵股繼續走強,A股重慶鋼鐵漲停,太鋼不鏽逼近漲停,八一鋼鐵漲超8%,安陽鋼鐵、酒鋼宏興、本鋼板材等漲幅居前;港股市場重慶鋼鐵漲超8%,鐵貨漲超6%,中國東方集團、馬鞍山鋼鐵和西王特鋼等跟漲。昨日工信部印發修訂後的《鋼鐵行業產能置換實施辦法》,自6月1日起施行。機構指出,相較前一版本而言,本次辦法強管控區域更廣,置換比例要求更提高,監督更透明。預計後續產鋼大省產能將面臨更強監管,為完成鋼鐵產量的壓減做充分保障,行業格局或明顯改善。

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